• The Importance of a Blended Investment Strategy

  • Jul 30 2024
  • Length: 6 mins
  • Podcast

The Importance of a Blended Investment Strategy

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  • Summary

  • Raj Shah and Rick Borek discuss the stock market and whether historical trends can be relied upon for accurate predictions. They emphasize the importance of having a blended investment strategy and a portfolio that is structured to protect against potential losses.

    For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com

    Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner.

    See omnystudio.com/listener for privacy information.
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Economics Personal Finance
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